Investment Approach
Investing with Discipline and Vision
Felan Family Office’s investment philosophy is guided by prudence, independence and a long-term view of value creation.
At Felan Family Office, capital is managed with the discipline of an institution and the perspective of a custodian ensuring that every decision serves the stability, growth and integrity of family wealth.
We oversee approximately CHF 1 billion in family assets, complemented by an externally managed fund investing primarily in the United States. Both are governed by the same principles: diversification, transparency and responsible stewardship. Portfolios are constructed through detailed analysis of structural trends, cyclical opportunities and evolving markets, always aligned with the family’s appetite for risk and long-term objectives.
Our process combines macroeconomic research, forensic due diligence and active risk management. Felan Family Office’s team balance liquid markets with strategic private opportunities, spanning global equities, credit, real estate and emergent sectors, to achieve risk-adjusted performance through multiple cycles. Every portfolio decision undergoes governance oversight, with an emphasis on data, discipline and accountability.
We maintain a strong focus on direct and co-investments, where families can connect capital with purpose.
By working alongside institutional partners and independent advisors, we bring privileged access to projects that contribute to innovation, sustainability and long-term societal value.
Extending Excellence Beyond the Family Office
Our external investment fund extends Felan Family Office’s approach to a select investor base, mirroring the same rigour and independence that define our in-house strategy. Managing about CHF 420 million, the fund invests primarily across the United States, targeting opportunities within established and emerging sectors where structural transformation drives sustainable value over time.
Felan Family Office’s fund’s mandate integrates macro-insight and active management, balancing liquidity with private participation. By maintaining operational transparency, robust due diligence and disciplined capital deployment, we ensure progression between the family office’s proprietary portfolios and the fund’s broader investment strategy.
Both the house portfolio and the fund reflect our singular objective to cultivate enduring wealth through clarity of process, independent conviction and consistent, risk-aware performance.
Investing with Purpose and Precision
Felan Family Office approaches investment as both an art and a discipline combining analytical rigour with a clear sense of purpose. Our strategies are guided by consistency, independence and long-term value creation, ensuring that every capital deployment contributes to meaningful impact and enduring growth. This philosophy is reflected in our most distinguished projects, where strategic family capital has played a pivotal role in shaping pioneering bioscience, hospitality and sustainability ventures.
Wyss Center for Bio and Neuroengineering, Geneva
The Wyss Center for Bio and Neuroengineering stands as a cornerstone of translational research in neuroscience, uniting academia, clinical practice and private capital to accelerate innovation in neurotechnology. Established in Geneva’s Campus Biotech, it pioneers medical breakthroughs in neuromodulation and brain-computer interface technologies, improving quality of life for those affected by neurological conditions.
Felan Family Office played a pivotal role as a foundation-backed collaborator, contributing capital allocation, structural strategy and governance support to this multi-stakeholder initiative. Working alongside family foundations, universities and public research institutions, our involvement helped ensure the Center’s operating model combined scientific freedom with financial discipline aligning investment oversight with public impact.
The partnership has yielded exceptional outcomes: the creation of viable neurotechnology ventures, expansion of translational programs between Swiss research hubs, and tangible progress in diagnostics and cognitive rehabilitation.
For Felan Family Office, the Wyss Center collaboration exemplifies how targeted family capital can catalyse lasting social and medical progress while maintaining clear governance and fiscal accountability.
Bürgenstock Resort, Lake Lucerne
Set on the cliffs above Lake Lucerne, the Bürgenstock Resort represents one of Switzerland’s most iconic redevelopment projects, a CHF ~550 million revitalisation combining world-class hospitality, sustainability and design excellence. Bringing together international investors, developers and family capital, the project transformed an historic landmark into a thriving destination of architectural distinction and economic vitality.
Felan Family Office participated as part of the family-investor consortium, contributing advisory and capital structuring resources to bridge multi-stakeholder investment partnerships. Our team coordinated alignment between investors, operators and regulatory bodies, ensuring financial efficiency, transparent reporting and strategic cohesion through the redevelopment phase.
The result was a Swiss landmark reborn, a resort recognised globally for its precision in project management, sustainable practices and elegance of execution.
Our engagement demonstrated how family office participation, when guided by structured governance and partnership integrity, can unlock value across large-scale hospitality and infrastructure ventures.
COFRA / Redevco: European Real Estate and Sustainability Initiatives
COFRA Holding, together with its real estate arm Redevco, continues to lead in sustainable property redevelopment across Europe. From Belgium’s large-scale solar installations to mixed-use regeneration projects in major cities, their mission combines profitability with measurable environmental change.
Felan Family Office partnered as a co-investor across select initiatives, including Redevco’s Project Solar, one of Europe’s most ambitious renewable integration ventures in commercial property. Our team contributed capital strategy, diligence oversight and stakeholder engagement to ensure coherence between environmental targets and financial efficiency.
These projects have produced tangible outcomes, accelerating COFRA’s transition toward net-zero property portfolios and creating replicable models for sustainable urban redevelopment.